401(k) · DOL Form 5500 · 2023

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
670
Participants Below avg headcount
86th
Percentile by assets National rank
$74,664
Avg per participant Below avg balance/head
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Official DOL plan name: The Pooled Employer Plan of America · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$50M in assets, 670 participants

Standard Retirement Services, Inc.'s The Pooled Employer Plan of America reported $50M in total assets and 670 participants in its 2023 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,899 in Finance & Insurance (8,869 peers)

Where The Pooled Employer Plan of America sits by assets

The Pooled Employer Plan of America sits in the top quartile of all filed plans by assets, $50M for 670 participants (~$74,664/participant), up 20.8% in 2023.

#6,899
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Pooled Employer Plan of America's outsized position by total assets

The Pooled Employer Plan of America vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$50,024,641 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Pooled Employer Plan of America among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pooled Employer Plan of America sits mid-pack in the medium band (670 participants).

Form 5500 schedule snapshot

Filing strip 251838406 · Standard Retirement Services, Inc. PY 2023 · 401(k)

The Pooled Employer Plan of America · $50M · 670 · 86th

  • ASSETS $50M
  • ASSETS 670
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Paragon Anesthesia 401(k) Plan
  • ASSETS ind #6899

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Oregon →

The Pooled Employer Plan of America in the asset neighbourhood

Paragon Anesthesia 401(k) PlanParagon Anesthesia 401(k) Pl…$50MThe Pooled Employer Plan of AmericaThe Pooled Employer Plan of …$50MMueller Inc 401(k) Plan$50MBerg Pipe 401(k) Incentive Savings & Retirement PlanBerg Pipe 401(k) Incentive S…$50MAmerican Angus Association Discretionary Defined Contribution PlanAmerican Angus Association D…$50M
End-of-year total assets ($M) among The Pooled Employer Plan of America and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$50M
Net Income$5M
Employer EIN251838406
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Standard Retirement Services, Inc.)

Sponsor-wide plan assets over time

All Standard Retirement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$614M 989.9047287215005% vs 2022
2024 filing year
$0M$200M$400M$600M$800M 202220232024 $56.4M $614M ▲ +989.8%
Year Plans Participants Total Assets
2022 3 1,167 $56M
2023 9 7,698 $309M
2024 21 14,987 $614M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Pooled Employer Plan of America vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants The Pooled Employer Plan of America, Total assets ($B): 0.050024641 · Participants: 670The Pooled Employer Plan of America401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
The Pooled Employer Plan of America vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Pooled Employer Plan of America side-by-side with 3 peers →

The Pooled Employer Plan of America's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Paragon Anesthesia 401(k) Plan in TN ($50M); by covered participants it is Grandvision USA Retail Holding Corporation 401(k) Plan in FL (670 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (670 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Pooled Employer Plan of America assets move in 2023? ▼
The Pooled Employer Plan of America grew sharply - up 20.8% during 2023, from $41M to $50M. Reported net income was $5M.
How have Standard Retirement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Standard Retirement Services, Inc.'s sponsor-wide assets grew 989.9%, from $56M to $614M.
Where does The Pooled Employer Plan of America rank by assets among Form 5500 filers? ▼
The Pooled Employer Plan of America ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Pooled Employer Plan of America? ▼
Among 401(k) plans in other states, the closest by assets is Paragon Anesthesia 401(k) Plan in TN ($50M, 114 participants).
Which 401(k) plans cover a similar participant headcount to The Pooled Employer Plan of America? ▼
Among 401(k) plans in other states, the closest by covered participants is Grandvision USA Retail Holding Corporation 401(k) Plan in FL (670 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251838406.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.